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Innovator US Equity Buffer ETF January

62 hedge funds and large institutions have $103M invested in Innovator US Equity Buffer ETF January in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 12 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

19.82% more ownership

Funds ownership: 58.34%78.16% (+20%)

18% more capital invested

Capital invested by funds: $87.3M → $103M (+$15.4M)

15% more funds holding

Funds holding: 5462 (+8)

33% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 18

Holders
62
Holders Change
+8
Holders Change %
+14.81%
% of All Funds
0.95%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
18
Increased
12
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
W
1
Wealthquest
Ohio
$16.5M +$1.81M +48,970 +12%
PCS
2
Personal CFO Solutions
New Jersey
$12.2M +$12.1M +327,275 New
MWM
3
Maltin Wealth Management
New Jersey
$8.71M -$414K -11,203 -5%
JGCM
4
Joseph Group Capital Management
Ohio
$7.81M +$7.73M +209,432 New
SS
5
Sunbelt Securities
Texas
$7.6M -$3.07M -83,261 -28%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$6.88M +$998K +27,028 +17%
Osaic Holdings
7
Osaic Holdings
Arizona
$5.36M -$457K -12,375 -8%
DFA
8
DHJJ Financial Advisors
Illinois
$3.18M -$63.5K -1,721 -2%
IIA
9
Integral Investment Advisors
California
$2.98M +$2.95M +79,897 New
HighTower Advisors
10
HighTower Advisors
Illinois
$2.26M -$21.6K -585 -1%
SB
11
Strategic Blueprint
Georgia
$2.23M +$175K +4,735 +9%
PPW
12
Pinnacle Private Wealth
Massachusetts
$2.03M +$2.01M +54,461 New
CAN
13
Cetera Advisor Networks
California
$1.89M +$710K +19,225 +61%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.63M +$682K +18,462 +74%
BCM
15
Beck Capital Management
Texas
$1.56M -$12.4K -335 -0.8%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$1.46M +$217K +5,885 +18%
BA
17
Bellwether Advisors
Nebraska
$1.39M
SMC
18
Smith, Moore & Co
Missouri
$1.23M -$381K -10,306 -24%
JSL
19
JT Stratford LLC
Georgia
$1.18M -$72.9K -1,974 -6%
KCM
20
Kathmere Capital Management
Pennsylvania
$1.08M +$47K +1,273 +5%
KAS
21
Kestra Advisory Services
Texas
$1.03M -$365K -9,888 -26%
CA
22
CoreCap Advisors
Michigan
$943K +$934K +25,284 New
BMM
23
Berkshire Money Management
Massachusetts
$863K -$10M -271,265 -92%
BPA
24
Beacon Pointe Advisors
California
$702K -$6.24K -169 -0.9%
CWM
25
Collaborative Wealth Management
Florida
$699K +$692K +18,740 New